Saturday, August 8, 2020

Public Fixed Income

Making Insurance Assets Work Harder with a Tactical Credit Allocation

Key Takeaways Globally, government bond yields are at historically low levels—$10 trillion with negative yields.Covid 19 pandemic has...

Estimating the Capital Exposure to Fallen Angels: An Insurer’s Perspective

Like all investors, insurers are currently grappling with an economic and market downturn caused by the COVID-19 pandemic, the likes of which...

Corporate Credit & Monetary Financing: A New Era in US Fed Policy

Are we witnessing a paradigm shift in how market participants should view US monetary and fiscal policy? Fixed Income Investment Director Amar...

An Evolving Landscape: Highlights of the RBC GAM 2019 Responsible Investment Survey

IntroductionThe 2019 RBC Global Asset Management Responsible Investment Survey polled key decision makers, including institutional asset owners, wealth managers and pension plan...

Exploring Alternative Credit for Insurance Companies

Investment opportunities in alternative credit are expanding. At the same time, private market allocations for insurance companies are growing as a way...

Decision 2020: Where to Diversify U.S. Corporate Bond Risk in Today’s Market Environment?

While the U.S. presidential election is understandably the most anticipated and most discussed decision for this year, Invesco believes there is another...

Muni Market Climate Risk: Hidden Perils, Untapped Opportunities

KEY POINTS:• In our view, climate change represents an acknowledged, yet still underappreciated, risk in the municipal (muni) bond market, but...

The Power of ESG in Fixed Income Investment Decision Making at North American Insurers

Investment decision makers at North American insurance companies are likely to see environmental, social, and governance (ESG) factors as a way to...

Why EM Debt Can Continue To Challenge The Doubters

EM debt’s diversity helps it overcome many common investor concerns. KEY INSIGHTS • Emerging markets (EM) debt can perform in different market environments. Its diversity and...

Developing Appropriate Environmental, Social & Governance (ESG) Fixed Income Strategies

BlueBay Asset Management’s My-Linh Ngo discusses the range of ESG investment strategies available to fixed income investors. Our ongoing...